Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.11%
2 FBT 3.41%
3 EASI 2.69%
4 JSMD 2.26%
5 GNRX 2.22%
6 FTXH 2.13%
7 RSPH 1.74%
8 AIEQ 1.71%
9 BBH 1.63%
10 HTEC 1.61%
11 SAEF 1.48%
12 RYH 1.44%
13 HELX 1.37%
14 BMED 1.31%
15 EQUL 1.21%
16 SHRT 1.03%
17 SMCO 1.01%
18 WTV 0.98%
19 PSET 0.96%
20 QMID 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.16M (12.69%) 60.50K
Increased by +0.98%
Dec 31, 24
2 BlackRock Inc 4.24M (8.73%) -849.68K
Decreased by -20.05%
Sep 30, 24
3 Wellington Management Company LLP 4.08M (8.40%) 335.66K
Increased by +8.23%
Dec 31, 24
4 State Street Corp 2.13M (4.39%) 41.42K
Increased by +1.94%
Sep 30, 24
5 State Street Corporation 2.09M (4.31%) 34.33K
Increased by +1.64%
Mar 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 1.94M (4.00%) 30.84K
Increased by +1.59%
Sep 30, 24
7 Allspring Global Investments Holdings, LLC 1.81M (3.73%) 47.22K
Increased by +2.61%
Dec 31, 24
8 Geode Capital Management, LLC 1.22M (2.51%) 1.63K
Increased by +0.13%
Sep 30, 24
9 Impactive Capital LP 1.20M (2.48%) 825.95K
Increased by +68.70%
Dec 31, 24
10 ClearBridge Advisors, LLC 1.09M (2.25%) -277.51K
Decreased by -25.44%
Sep 30, 24
11 Meritage Group LP 1.07M (2.21%) -111.05K
Decreased by -10.34%
Dec 31, 24
12 Eminence Capital LLC 1.00M (2.07%) 1.00M
Increased by +100.00%
Sep 30, 24
13 Earnest Partners LLC 981.42K (2.02%) -23.07K
Decreased by -2.35%
Sep 30, 24
14 Bank of America Corp 980.77K (2.02%) 6.04K
Increased by +0.62%
Sep 30, 24
15 Mackenzie Investments 971.27K (2.00%) 42.11K
Increased by +4.34%
Sep 30, 24
16 JPMorgan Chase & Co 965.49K (1.99%) 171.52K
Increased by +17.76%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 963.55K (1.99%) 93.43K
Increased by +9.70%
Jun 30, 24
18 D1 Capital Partners L.P. 935.82K (1.93%) 935.82K
Increased by +100.00%
Dec 31, 24
19 FMR Inc 905.36K (1.87%) 13.03K
Increased by +1.44%
Sep 30, 23
20 Ariel Investments, LLC 897.69K (1.85%) -8.45K
Decreased by -0.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 2.00M (4.12%) 0.00
Increased by 0.00%
Mar 31, 25
2 Allspring Special Mid Cap Value Inst 1.77M (3.65%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.64M (3.38%) 1.07K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.64M (3.38%) 1.14K
Increased by +0.07%
Sep 30, 24
5 Allspring Mid Value SMA 1.47M (3.03%) 1.47M
Increased by +99.99%
Dec 31, 24
6 Allspring Special US Mid Cap Value Eq 1.47M (3.03%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Institutional 500 Index Trust 1.45M (3.00%) 9.27K
Increased by +0.64%
May 31, 25
8 Vanguard Small Cap Index 1.29M (2.66%) 6.17K
Increased by +0.48%
May 31, 25
9 Vanguard Windsor Investor Shares 890.56K (1.83%) -18.96K
Decreased by -2.13%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 829.29K (1.71%) -687.00
Decreased by -0.08%
May 31, 25
11 Invesco S&P 500® Equal Weight ETF 809.09K (1.67%) 2.72K
Increased by +0.34%
May 30, 25
12 Fidelity 500 Index 642.35K (1.32%) 793.00
Increased by +0.12%
Apr 30, 25
13 SPDR® S&P 500 ETF 636.44K (1.31%) -9.30K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 619.61K (1.28%) -3.24K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 612.35K (1.26%) -2.73K
Decreased by -0.45%
May 31, 25
16 SPDR® S&P 500 ETF Trust 600.84K (1.24%) -1.29K
Decreased by -0.21%
Apr 30, 24
17 Fidelity® 500 Index 597.45K (1.23%) 3.80K
Increased by +0.64%
Nov 30, 23
18 iShares Core S&P 500 ETF 592.03K (1.22%) 0.00
Increased by 0.00%
May 31, 25
19 Vanguard Mid Cap Index Institutional 582.84K (1.20%) -385.00
Decreased by -0.07%
Nov 30, 23
20 BlackRock Mid-Cap Growth Equity Instl 547.36K (1.13%) -114.71K
Decreased by -20.96%
Jul 31, 24